> ## Documentation Index
> Fetch the complete documentation index at: https://docs.serval.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Installable Workflows

> Pre-built workflows you can install and customize for your connected applications

Installable workflows are pre-built automations for your connected applications. Instead of building common workflows from scratch, install a ready-made workflow and customize it for your needs.

## How It Works

1. **Connect an application** — Installable workflows appear after you connect an integration
2. **Browse available workflows** — See what's available for each connected app
3. **Install with one click** — The workflow is added to your team
4. **Customize as needed** — Adjust inputs, approvals, and logic for your use case

***

## Finding Installable Workflows

### From the Workflow Builder

When creating or editing a workflow, click **Browse** in the workflow builder to discover installable workflows you can add to your automation. This lets you find and incorporate pre-built templates without leaving the builder.

### From the Applications Page

1. Navigate to **Applications** in the sidebar
2. Select a connected application
3. Click the **Workflows** tab to launch workflows directly from the application context — no need to leave the app
4. Browse available installable workflows

### From Suggestions

Serval's AI analyzes your help desk activity and suggests relevant installable workflows. Review suggestions in:

* **Skills** → Suggestions (top right)
* **Workflows** → Suggestions

***

## Installing a Workflow

<Steps>
  <Step title="Select a workflow">
    Click on an installable workflow to see its description and what it does
  </Step>

  <Step title="Review the details">
    Check the inputs required and default approval settings
  </Step>

  <Step title="Click Install">
    The workflow is added to your team as a draft
  </Step>

  <Step title="Configure">
    Adjust settings:

    * **Name** — Customize for your team
    * **Approvals** — Change who needs to approve
    * **Inputs** — Modify required information
    * **Execution scope** — Set who can run it
  </Step>

  <Step title="Publish">
    Make the workflow available for execution
  </Step>
</Steps>

***

## Example Workflows by Integration

### Google Workspace

| Workflow                      | Description                                 |
| :---------------------------- | :------------------------------------------ |
| Add User to Google Group      | Add a user to a Google Group                |
| Remove User from Google Group | Remove a user from a Google Group           |
| Create Google Workspace User  | Create a new user in Google Workspace       |
| Create Gmail Delegate         | Add a delegate to a Gmail account           |
| Manage Google Calendar Access | Grant or revoke access to a Google Calendar |
| List All Google Groups        | List all Google Groups in the workspace     |
| Create Google User Alias      | Create an alias for a Google Workspace user |

### GitHub

| Workflow                   | Description                                   |
| :------------------------- | :-------------------------------------------- |
| Add GitHub User to Team    | Add a user to a GitHub team                   |
| List GitHub Teams          | List all teams in a GitHub organization       |
| List GitHub Repositories   | List all repositories in an organization      |
| Get GitHub Repository Info | Retrieve details about a repository           |
| Get GitHub File Contents   | Retrieve contents of a file from a repository |

### Okta

| Workflow                    | Description                                   |
| :-------------------------- | :-------------------------------------------- |
| Add User to Okta Group      | Add a user to an Okta group                   |
| Remove User from Okta Group | Remove a user from an Okta group              |
| Create Okta User            | Create an Okta user with a temporary password |
| Deactivate Okta User        | Deactivate an Okta user                       |
| Suspend Okta User           | Clear sessions and suspend an Okta user       |
| Assign User to Okta App     | Assign a user to an Okta application          |
| Unlock User Account         | Clear account lockout so the user can sign in |

<Note>
  Available workflows vary by integration. Connect an application to see its installable workflows.
</Note>

***

## Default Approval Settings

Installable workflows come with default approval configurations:

| Default                | Meaning                                                 |
| :--------------------- | :------------------------------------------------------ |
| **No approval**        | Workflow runs immediately when triggered                |
| **Installer approval** | The person who installed the workflow must approve runs |

You can change the approval configuration after installing to match your security requirements.

***

## Customizing After Installation

Installed workflows are fully editable. Common customizations:

<CardGroup cols={2}>
  <Card title="Add approval steps" icon="check-double">
    Require manager or security team approval for sensitive operations
  </Card>

  <Card title="Modify inputs" icon="keyboard">
    Add, remove, or change the information users provide
  </Card>

  <Card title="Extend the logic" icon="code">
    Add steps like Slack notifications or logging
  </Card>

  <Card title="Change execution scope" icon="users">
    Make available to help desk or restrict to team members
  </Card>
</CardGroup>

<Tip>
  Installed workflows are independent copies. Customize freely without affecting the original template.
</Tip>

***

## Best Practices

<CardGroup cols={2}>
  <Card title="Review before publishing" icon="magnifying-glass">
    Check the workflow logic and ensure it matches your requirements
  </Card>

  <Card title="Add approvals for sensitive actions" icon="shield">
    User creation, deactivation, and access changes should require approval
  </Card>

  <Card title="Test with a real scenario" icon="vial">
    Run the workflow manually before making it available to help desk
  </Card>

  <Card title="Customize the name" icon="tag">
    Rename to match your team's terminology and make it easier to find
  </Card>
</CardGroup>

***

## Supported Integrations

Installable workflows are available for 30+ integrations including:

<CardGroup cols={4}>
  <Card title="Okta" icon="key" href="/sections/integrations/okta" />

  <Card title="Google Workspace" icon="google" href="/sections/integrations/google-workspace" />

  <Card title="GitHub" icon="github" href="/sections/integrations/github" />

  <Card title="Slack" icon="slack" href="/sections/integrations/slack" />

  <Card title="AWS" icon="aws" href="/sections/integrations/aws" />

  <Card title="Jira" icon="jira" href="/sections/integrations/jira" />

  <Card title="Zoom" icon="video" href="/sections/integrations/zoom" />

  <Card title="Microsoft 365" icon="microsoft" href="/sections/integrations/microsoft-graph" />
</CardGroup>

Connect an application to see its available installable workflows.